IPOs & Reverse Mergers: Financial Reporting & Filing Requirements Webinar

This webinar is designed for accountants serving privately held companies that are contemplating going public. You’ll gain an in-depth understanding of the accounting and financial reporting requirements of going public through a reverse merger into a public shell company or as an Emerging Growth Company. For the more traditional IPO, you will learn how to handle all the requirements of the S-1 registration statement.

• Overview of the IPO Journey 
  – Public company readiness infrastructure build
  – Capital markets planning & execution
  – Filing the registration statements
  – Capital markets execution
  – Audit considerations
  – Stock exchange listing
• Key Areas of Infrastructure Build-Out for Public Companies
  – Corporate governance
  – Internal controls over financial reporting 
  – Information technology governance and scalability
  – Accounting close process
  – Routine financial reporting (10-Qs and 10-Ks)
  – Forecasting and investor relations
• Regulatory & Compliance Requirements for IPOs
  – Legal framework
  – Planning considerations
  – Form S-1 requirements
  – Governance considerations
  – Post-offering reporting
• Preparing the Company for SOX 404 Compliance
  – Key SIX requirements and timing 
  – COSO internal control framework
  – SOX certifications – 302 and 906
  – Lessons learned from prior IPOs
• Considerations for Reverse Mergers & SPACs
  – Key definitions and concepts
  – Strategic considerations
  – Legal and regulatory concerns
  – Financial reporting and accounting
  – Governance and risk management
  – Market and investor impacts
• Navigating Post-IPO Reverse Mergers Growth & Challenges
  – What changes after going public
  – Top priorities post-IPO/Reverse Merger
  – Common mistakes to avoid
  – Success factors

Melanie Neary, Partner, Capital Markets Practice Group, Gibson Dunn 

Daniel O’Connor, Principal, Risk Assurance, KPMG

Eric Scarazzo, Partner, Capital Markets Practice Group, Gibson Dunn 

Matt Slocum, Director, Protiviti

Andrea Vardaro Thomas, Managing Director, Protiviti

Kristen Viniotis, Managing Director, Protiviti

Bill Witt, Director, Accounting and Transaction Services, Highspring